- Serve the investment advisory needs of clients in our direct-to-consumer business.
- Manage a client book of business and deploy proactive relationship building strategies.
- Provide ongoing feedback on enterprise software solutions to Product and Engineering teams.
- Serve as a subject matter expert on software solutions.
- Train and coach advisors leveraging our platform through the B2B business.
- Deliver high-value meetings with clients seeking investment advice and guidance.
- Serve in a fiduciary capacity following established compliance standards.
CoachingTrainingClient relationship management